UB

UMB Bank Portfolio holdings

AUM $6.8B
1-Year Est. Return 21.11%
This Quarter Est. Return
1 Year Est. Return
+21.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.31B
AUM Growth
-$527M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,211
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.1M
3
+$10.5M
4
CME icon
CME Group
CME
+$10M
5
GD icon
General Dynamics
GD
+$9.59M

Top Sells

1
+$188M
2
+$121M
3
+$70.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$61.3M
5
TJX icon
TJX Companies
TJX
+$57.7M

Sector Composition

1 Financials 20.54%
2 Technology 16.85%
3 Healthcare 8.03%
4 Consumer Discretionary 7.72%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$2.09K ﹤0.01%
+17
1527
$2.08K ﹤0.01%
+13
1528
$2.06K ﹤0.01%
+34
1529
$2.06K ﹤0.01%
+37
1530
$2.05K ﹤0.01%
+10
1531
$2.05K ﹤0.01%
+44
1532
$2.03K ﹤0.01%
+100
1533
$2.03K ﹤0.01%
30
1534
$2K ﹤0.01%
31
+4
1535
$1.99K ﹤0.01%
+47
1536
$1.99K ﹤0.01%
+84
1537
$1.99K ﹤0.01%
4
1538
$1.99K ﹤0.01%
+6
1539
$1.98K ﹤0.01%
+30
1540
$1.98K ﹤0.01%
+25
1541
$1.97K ﹤0.01%
186
1542
$1.97K ﹤0.01%
+76
1543
$1.96K ﹤0.01%
+33
1544
$1.96K ﹤0.01%
+15
1545
$1.95K ﹤0.01%
+87
1546
$1.94K ﹤0.01%
15
-550
1547
$1.94K ﹤0.01%
10
-54
1548
$1.93K ﹤0.01%
60
-41
1549
$1.92K ﹤0.01%
+11
1550
$1.92K ﹤0.01%
+25
60 61
62
63 64